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Barker Wealth Management
Barker Wealth Management was established in 2015 as a Washington-based wealth manager and registered investment adviser. The firm supplies advisory services...
Overview
Barker Wealth Management was established in 2015 as a Washington-based wealth manager and registered investment adviser. The firm supplies advisory services that cover financial planning, investment management, and portfolio construction. It works with individuals, high-net-worth individuals, trusts, and individual pension plan accounts across North America. No additional offices or named professionals appear in available records. AUM stands at the Altss-derived figure of $155 million. The firm maintains a conventional RIA structure without disclosed co-investment vehicles or adjacent philanthropic arms.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
North America
Country
United States
City
Camas
Corporate office
Camas, WA, United States
Sector focus
Frequently asked questions
What services does Barker Wealth Management provide?
The firm offers financial planning, investment management, and portfolio management to individuals, high-net-worth clients, trusts, and pension accounts.
When was Barker Wealth Management founded?
The firm was established in 2015.
Where is Barker Wealth Management located?
Its headquarters are in Camas, Washington.
What is the AUM of Barker Wealth Management?
Altss research places assets under management at $155 million.
Who does Barker Wealth Management advise?
Clients include individuals, high-net-worth individuals, trusts, and individual pension plan accounts.
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